Manager, Financial Planning & Analysis

Alkami is the digital sales and service platform provider for U.S. banks and credit unions. Our unified Platform integrates onboarding, digital banking, and data and marketing—each solution can stand alone, but together they deliver more—to help institutions onboard, engage, and grow relationships. As the future shifts toward Anticipatory Banking, we help data-informed bankers meet the moment with technology that drives action.

Founded in 2009, we continue to be recognized for our intentional culture and tremendous growth (Best Place to Work in Fintech; Best & Brightest to Work For Nationally; and Comparably’s Best Company Culture, Best Career Growth, Best Engineering Team, and Best Places to Work in Dallas, among others). We’re building a culture where each Alkamist can perform to their highest potential, and we’re always on the lookout for the best and brightest minds. If you’re ready to experience the power of alchemy - transforming the ordinary into the extraordinary - come join one of the fastest growing SaaS companies in the U.S.

As a remote-first company, most of our positions can be remote in the US, except for key roles, which will be indicated in the Job Title.

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Alkami is seeking a high-impact Manager, Corporate FP&A to join our Finance team. Reporting to the VP of Finance, this role will play a critical part in scaling our FP&A function by owning company-wide planning processes, consolidated reporting, and core financial models that support executive decision-making.
This is an opportunity to step into a highly visible role at a growing SaaS company and help build a best-in-class FP&A function. The ideal candidate is both a strong operator and a thoughtful problem solver; someone who enjoys improving processes, working cross-functionally, and turning data into meaningful business insights.

Key Responsibilities & Duties:

Own Company-Wide Planning Processes

• Lead the company’s forecasting, annual planning, and long-range planning processes

• Manage planning timelines and coordinate inputs across Finance and business teams

• Partner closely with Accounting to ensure alignment between actuals, forecasts, and reporting

• Drive consistency, transparency, and alignment across planning outputs

Deliver Executive Reporting & Insights

• Consolidate forecasts and actuals across the business into a clear, cohesive view of performance

• Develop executive-ready reporting packages with key drivers, variance analysis, and forward-looking insights

• Connect the dots across teams to tell a clear story of what’s happening in the business and why

• Continuously improve reporting to focus on the metrics and insights that matter most

Lead Corporate Cost Forecasting

• Own forecasting and analysis for company-wide cost areas including compensation programs, benefits, and other corporate expenses

• Partner with HR and other corporate functions to manage budgets, track performance, and drive accountability to financial targets

• Help build scalable processes and frameworks for expense planning, improving visibility and accuracy

Enhance FP&A Systems 

• Serve as the subject-matter-expert for our FP&A tool, driving enhancements to improve forecasting, reporting, and usability

• Identify opportunities to automate processes, improve visibility into assumptions, and enable more driver-based planning

• Partner with internal stakeholders and external consultants to implement system improvements and best practices

Build Financial Models & Support Decision-Making

• Develop and maintain balance sheet and cash flow forecasts to support decision making

• Enhance the company’s long-range financial model and support scenario analysis

• Provide analytical support for key business decisions and initiatives

Drive Process Improvement

• Identify opportunities to streamline and automate FP&A processes

• Help establish scalable planning and reporting cadences across the organization

• Support broader Finance transformation initiatives

Qualifications & Desired Skills:

• 5–8+ years of experience in FP&A or related finance roles

• Experience in SaaS, FinTech, or a high-growth environment preferred

• Fluent knowledge of the elements and drivers of income statement, balance sheet and statement of cash flows 

• Outstanding analytical skills with the ability to synthesize information and develop insights and recommendations

• Self-motivated, ambitious problem solver with a continuous improvement mindset

• Demonstrates a high level of emotional intelligence and self-awareness

• Proven ability to build relationships and work cross-functionally

• Experience with planning tools such as Adaptive Planning (or similar)

The salary range for this position is: $112,000 - $140,000 + BonusCool Things to Know

Not Just Any Company: Alkami has an awesome diverse and inclusive environment. We have a FUN culture and offer great benefits, including remote-first environment, unlimited paid time off, 401(k) with employer match, and more.

Work Authorization: We cannot offer employment sponsorship at this time. Candidates must be eligible to work in the US for full-time employment.

Recruiters: We are not looking for outside recruiting firms to help us in this search. Thank you for understanding.

Pay Transparency: As of January 1, 2023, new states and locales have enacted pay equity laws that require more pay transparency by employers in the following states: California, Colorado (effective January 1, 2021), Connecticut, Maryland, Nevada, New Jersey, New York, Ohio, Rhode Island and Washington.

The Important Stuff

Alkami Technology is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Alkami is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Alkami are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Alkami will not tolerate discrimination or harassment based on any of these characteristics. Alkami encourages applicants of all ages.

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